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MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

MAGELLAN HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAGELLAN HEALTH, INC.
Employer identification number (EIN):581076937
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTINE F BARNARD CHRISTINE F BARNARD2018-10-08
0012016-01-01CHRISTINE BARNARD CHRISTINE BARNARD2017-10-06
0012015-01-01CHRISTINE BARNARD CHRISTINE BARNARD2016-10-07
0012014-01-01CHRISTINE BARNARD
0012013-01-01CHRISTINE BARNARD
0012012-01-01CELESTE N. SHEA CELESTE N. SHEA2013-09-18
0012011-01-01STEPHANIE LATINA
0012010-01-01YOLANDA MCPHERSON
0012009-01-01YOLANDA MCPHERSON CASKIE LEWIS-CLAPPER2010-10-13

Plan Statistics for MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0114,076
Total number of active participants reported on line 7a of the Form 55002022-01-016,300
Number of retired or separated participants receiving benefits2022-01-01319
Number of other retired or separated participants entitled to future benefits2022-01-015,819
Total of all active and inactive participants2022-01-0112,438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0156
Total participants2022-01-0112,494
Number of participants with account balances2022-01-0111,983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01331
2021: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0113,523
Total number of active participants reported on line 7a of the Form 55002021-01-018,656
Number of retired or separated participants receiving benefits2021-01-011,870
Number of other retired or separated participants entitled to future benefits2021-01-013,493
Total of all active and inactive participants2021-01-0114,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0157
Total participants2021-01-0114,076
Number of participants with account balances2021-01-0113,288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011,005
2020: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0113,027
Total number of active participants reported on line 7a of the Form 55002020-01-018,669
Number of retired or separated participants receiving benefits2020-01-01341
Number of other retired or separated participants entitled to future benefits2020-01-014,477
Total of all active and inactive participants2020-01-0113,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-0113,523
Number of participants with account balances2020-01-0112,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01313
2019: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,183
Total number of active participants reported on line 7a of the Form 55002019-01-019,918
Number of retired or separated participants receiving benefits2019-01-0197
Number of other retired or separated participants entitled to future benefits2019-01-012,983
Total of all active and inactive participants2019-01-0112,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0129
Total participants2019-01-0113,027
Number of participants with account balances2019-01-0112,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01357
2018: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0110,346
Total number of active participants reported on line 7a of the Form 55002018-01-0110,506
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-012,633
Total of all active and inactive participants2018-01-0113,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0113,157
Number of participants with account balances2018-01-0111,750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01516
2017: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,819
Total number of active participants reported on line 7a of the Form 55002017-01-018,471
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-011,846
Total of all active and inactive participants2017-01-0110,341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110,341
Number of participants with account balances2017-01-019,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01187
2016: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,517
Total number of active participants reported on line 7a of the Form 55002016-01-017,262
Number of retired or separated participants receiving benefits2016-01-0126
Number of other retired or separated participants entitled to future benefits2016-01-011,507
Total of all active and inactive participants2016-01-018,795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018,795
Number of participants with account balances2016-01-018,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01157
2015: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,061
Total number of active participants reported on line 7a of the Form 55002015-01-016,933
Number of retired or separated participants receiving benefits2015-01-0121
Number of other retired or separated participants entitled to future benefits2015-01-011,561
Total of all active and inactive participants2015-01-018,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018,515
Number of participants with account balances2015-01-017,736
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01252
2014: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,269
Total number of active participants reported on line 7a of the Form 55002014-01-016,480
Number of retired or separated participants receiving benefits2014-01-0117
Number of other retired or separated participants entitled to future benefits2014-01-011,417
Total of all active and inactive participants2014-01-017,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017,914
Number of participants with account balances2014-01-016,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01355
2013: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016,281
Total number of active participants reported on line 7a of the Form 55002013-01-015,934
Number of retired or separated participants receiving benefits2013-01-0112
Number of other retired or separated participants entitled to future benefits2013-01-011,323
Total of all active and inactive participants2013-01-017,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017,269
Number of participants with account balances2013-01-016,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01212
2012: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,988
Total number of active participants reported on line 7a of the Form 55002012-01-014,980
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-011,291
Total of all active and inactive participants2012-01-016,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016,280
Number of participants with account balances2012-01-015,107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0196
2011: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,278
Total number of active participants reported on line 7a of the Form 55002011-01-014,682
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-011,294
Total of all active and inactive participants2011-01-015,986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015,986
Number of participants with account balances2011-01-014,609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01136
2010: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,535
Total number of active participants reported on line 7a of the Form 55002010-01-015,042
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-011,223
Total of all active and inactive participants2010-01-016,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-016,277
Number of participants with account balances2010-01-014,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01116
2009: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,712
Total number of active participants reported on line 7a of the Form 55002009-01-015,238
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-011,277
Total of all active and inactive participants2009-01-016,532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-016,535
Number of participants with account balances2009-01-014,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01242

Financial Data on MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-50,053,771
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$91,884,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$90,980,126
Expenses. Certain deemed distributions of participant loans2022-12-31$220,619
Value of total corrective distributions2022-12-31$58,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$77,388,641
Value of total assets at end of year2022-12-31$638,711,973
Value of total assets at beginning of year2022-12-31$780,650,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$625,207
Total interest from all sources2022-12-31$1,203,600
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$29,530,696
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$29,530,696
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$52,799,361
Participant contributions at end of year2022-12-31$7,029,576
Participant contributions at beginning of year2022-12-31$7,287,698
Participant contributions at end of year2022-12-31$3,135
Participant contributions at beginning of year2022-12-31$5,286
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,790,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15
Other income not declared elsewhere2022-12-31$19,999
Administrative expenses (other) incurred2022-12-31$625,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-141,938,145
Value of net assets at end of year (total assets less liabilities)2022-12-31$638,711,973
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$780,650,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$566,879,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$708,390,584
Interest on participant loans2022-12-31$325,098
Interest earned on other investments2022-12-31$878,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$64,074,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$63,914,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-158,196,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,798,563
Employer contributions (assets) at end of year2022-12-31$724,983
Employer contributions (assets) at beginning of year2022-12-31$1,052,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$90,980,126
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$51,527,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$178,790,062
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$88,468,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$87,441,219
Expenses. Certain deemed distributions of participant loans2021-12-31$410,951
Value of total corrective distributions2021-12-31$28,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$74,667,684
Value of total assets at end of year2021-12-31$780,650,118
Value of total assets at beginning of year2021-12-31$741,855,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$588,280
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$1,320,821
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,377,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$45,377,651
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$900
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$48,668,079
Participant contributions at end of year2021-12-31$7,287,698
Participant contributions at beginning of year2021-12-31$8,655,741
Participant contributions at end of year2021-12-31$5,286
Participant contributions at beginning of year2021-12-31$121,675
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,058,309
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$23,027
Administrative expenses (other) incurred2021-12-31$511,472
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$90,321,421
Value of net assets at end of year (total assets less liabilities)2021-12-31$780,650,118
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$741,855,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$75,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$708,390,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$664,101,070
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$358,117
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$962,704
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$63,914,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$67,996,875
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$57,400,879
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$15,941,296
Employer contributions (assets) at end of year2021-12-31$1,052,200
Employer contributions (assets) at beginning of year2021-12-31$980,537
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$87,441,219
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$383,350
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$186,122,357
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$59,871,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$59,016,561
Expenses. Certain deemed distributions of participant loans2020-12-31$221,278
Value of total corrective distributions2020-12-31$61,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$81,975,701
Value of total assets at end of year2020-12-31$741,855,898
Value of total assets at beginning of year2020-12-31$615,988,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$571,668
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$1,531,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$21,082,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$21,082,893
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$300
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$51,398,956
Participant contributions at end of year2020-12-31$8,655,741
Participant contributions at beginning of year2020-12-31$6,847,578
Participant contributions at end of year2020-12-31$121,675
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,061,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$383,350
Other income not declared elsewhere2020-12-31$19,872
Administrative expenses (other) incurred2020-12-31$496,936
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$126,251,017
Value of net assets at end of year (total assets less liabilities)2020-12-31$741,855,898
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$615,604,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$74,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$664,101,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$547,290,731
Interest on participant loans2020-12-31$415,074
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$1,116,842
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$67,996,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$61,849,922
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$81,511,975
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$18,515,127
Employer contributions (assets) at end of year2020-12-31$980,537
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$59,016,561
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$383,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$398,160
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$183,580,617
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$96,960,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$96,039,917
Expenses. Certain deemed distributions of participant loans2019-12-31$108,310
Value of total corrective distributions2019-12-31$3,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$68,722,513
Value of total assets at end of year2019-12-31$615,988,231
Value of total assets at beginning of year2019-12-31$529,382,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$809,054
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$611,444
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$24,484,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$24,484,571
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$45,144,147
Participant contributions at end of year2019-12-31$6,847,578
Participant contributions at beginning of year2019-12-31$6,380,662
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,226,745
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$383,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$398,160
Administrative expenses (other) incurred2019-12-31$792,268
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$86,620,125
Value of net assets at end of year (total assets less liabilities)2019-12-31$615,604,881
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$528,984,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$16,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$547,290,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$372,083,488
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$67,464,794
Interest on participant loans2019-12-31$340,476
Interest earned on other investments2019-12-31$270,968
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$61,849,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$83,453,972
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$89,762,089
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$15,351,621
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$96,039,917
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$44,424,903
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$398,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$34,796,092
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$54,527,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$53,894,016
Expenses. Certain deemed distributions of participant loans2018-12-31$20,492
Value of total corrective distributions2018-12-31$11,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$64,581,604
Value of total assets at end of year2018-12-31$529,382,916
Value of total assets at beginning of year2018-12-31$504,291,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$601,425
Total interest from all sources2018-12-31$1,966,220
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,853,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$5,853,531
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$42,571,018
Participant contributions at end of year2018-12-31$6,380,662
Participant contributions at beginning of year2018-12-31$5,239,827
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,057,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$398,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$601,425
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,731,192
Value of net assets at end of year (total assets less liabilities)2018-12-31$528,984,756
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$504,291,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$372,083,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$268,315,252
Value of interest in pooled separate accounts at end of year2018-12-31$67,464,794
Value of interest in pooled separate accounts at beginning of year2018-12-31$157,891,917
Interest on participant loans2018-12-31$291,102
Interest earned on other investments2018-12-31$1,672,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$83,453,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$72,843,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-34,947,191
Net investment gain/loss from pooled separate accounts2018-12-31$-2,658,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,953,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$53,894,016
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$10,112,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160,587
Total income from all sources (including contributions)2017-12-31$123,517,790
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$34,317,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$33,614,253
Expenses. Certain deemed distributions of participant loans2017-12-31$-2,769
Value of total corrective distributions2017-12-31$194,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$55,487,352
Value of total assets at end of year2017-12-31$504,291,045
Value of total assets at beginning of year2017-12-31$405,138,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$511,538
Total interest from all sources2017-12-31$1,767,533
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,368,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,368,434
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$38,350,886
Participant contributions at end of year2017-12-31$5,239,827
Participant contributions at beginning of year2017-12-31$5,729,326
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$1,135,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,499,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$160,587
Administrative expenses (other) incurred2017-12-31$511,538
Total non interest bearing cash at end of year2017-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$89,200,642
Value of net assets at end of year (total assets less liabilities)2017-12-31$504,291,045
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$404,978,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$268,315,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$214,315,846
Value of interest in pooled separate accounts at end of year2017-12-31$157,891,917
Value of interest in pooled separate accounts at beginning of year2017-12-31$115,848,015
Interest on participant loans2017-12-31$245,148
Interest earned on other investments2017-12-31$1,522,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$72,843,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$67,727,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$45,846,216
Net investment gain/loss from pooled separate accounts2017-12-31$17,048,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$12,636,628
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$383,479
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$33,614,253
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$160,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$75,975,014
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$33,288,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,743,691
Expenses. Certain deemed distributions of participant loans2016-12-31$-2,776
Value of total corrective distributions2016-12-31$11,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$48,071,264
Value of total assets at end of year2016-12-31$405,138,912
Value of total assets at beginning of year2016-12-31$362,292,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$536,756
Total interest from all sources2016-12-31$1,700,624
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,093,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,093,428
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$32,427,799
Participant contributions at end of year2016-12-31$5,729,326
Participant contributions at beginning of year2016-12-31$7,625,757
Participant contributions at end of year2016-12-31$1,135,141
Participant contributions at beginning of year2016-12-31$1,089,293
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,045,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$160,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$536,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$42,686,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$404,978,325
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$362,292,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$214,315,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$198,433,243
Value of interest in pooled separate accounts at end of year2016-12-31$115,848,015
Value of interest in pooled separate accounts at beginning of year2016-12-31$95,528,207
Interest on participant loans2016-12-31$280,068
Interest earned on other investments2016-12-31$1,420,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$67,727,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$59,249,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,406,061
Net investment gain/loss from pooled separate accounts2016-12-31$8,703,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$10,597,672
Employer contributions (assets) at end of year2016-12-31$383,479
Employer contributions (assets) at beginning of year2016-12-31$366,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$32,743,691
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,869,221
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$164,618
Total income from all sources (including contributions)2015-12-31$42,199,799
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$30,168,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,350,153
Expenses. Certain deemed distributions of participant loans2015-12-31$-23,113
Value of total corrective distributions2015-12-31$161,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$44,412,083
Value of total assets at end of year2015-12-31$362,292,123
Value of total assets at beginning of year2015-12-31$346,555,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$679,581
Total interest from all sources2015-12-31$1,663,621
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,766,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,766,047
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$30,911,359
Participant contributions at end of year2015-12-31$7,625,757
Participant contributions at beginning of year2015-12-31$7,062,460
Participant contributions at end of year2015-12-31$1,089,293
Participant contributions at beginning of year2015-12-31$904,631
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,885,251
Administrative expenses (other) incurred2015-12-31$679,581
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$164,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$12,031,755
Value of net assets at end of year (total assets less liabilities)2015-12-31$362,292,123
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$346,391,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$198,433,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$163,837,544
Value of interest in pooled separate accounts at end of year2015-12-31$95,528,207
Value of interest in pooled separate accounts at beginning of year2015-12-31$118,288,052
Interest on participant loans2015-12-31$298,437
Interest earned on other investments2015-12-31$1,365,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$59,249,246
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$56,156,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,769,767
Net investment gain/loss from pooled separate accounts2015-12-31$127,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$9,615,473
Employer contributions (assets) at end of year2015-12-31$366,377
Employer contributions (assets) at beginning of year2015-12-31$306,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,350,153
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$6,848,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$164,618
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$378,753
Total income from all sources (including contributions)2014-12-31$57,165,240
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,968,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$31,523,015
Expenses. Certain deemed distributions of participant loans2014-12-31$73,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$38,036,940
Value of total assets at end of year2014-12-31$346,555,765
Value of total assets at beginning of year2014-12-31$314,724,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$371,360
Total interest from all sources2014-12-31$1,642,853
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,261,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,261,714
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,244,682
Participant contributions at end of year2014-12-31$7,062,460
Participant contributions at beginning of year2014-12-31$6,899,217
Participant contributions at end of year2014-12-31$904,631
Participant contributions at beginning of year2014-12-31$784,553
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,655,811
Administrative expenses (other) incurred2014-12-31$371,360
Liabilities. Value of operating payables at end of year2014-12-31$164,618
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$25,196,897
Value of net assets at end of year (total assets less liabilities)2014-12-31$346,391,147
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$314,345,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$163,837,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$152,557,699
Value of interest in pooled separate accounts at end of year2014-12-31$118,288,052
Value of interest in pooled separate accounts at beginning of year2014-12-31$101,561,816
Interest on participant loans2014-12-31$280,820
Interest earned on other investments2014-12-31$1,362,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$56,156,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$52,628,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,944,993
Net investment gain/loss from pooled separate accounts2014-12-31$8,278,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$9,136,447
Employer contributions (assets) at end of year2014-12-31$306,651
Employer contributions (assets) at beginning of year2014-12-31$292,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,523,015
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$378,753
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$378,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$391,953
Total income from all sources (including contributions)2013-12-31$85,464,523
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$22,573,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,027,590
Expenses. Certain deemed distributions of participant loans2013-12-31$225
Value of total corrective distributions2013-12-31$390,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$32,706,673
Value of total assets at end of year2013-12-31$314,724,087
Value of total assets at beginning of year2013-12-31$251,846,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$155,163
Total interest from all sources2013-12-31$1,564,783
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,340,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,340,009
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$22,479,650
Participant contributions at end of year2013-12-31$6,899,217
Participant contributions at beginning of year2013-12-31$6,419,346
Participant contributions at end of year2013-12-31$784,553
Participant contributions at beginning of year2013-12-31$652,150
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,858,434
Other income not declared elsewhere2013-12-31$117,231
Administrative expenses (other) incurred2013-12-31$155,163
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$54
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$62,890,692
Value of net assets at end of year (total assets less liabilities)2013-12-31$314,345,334
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$251,454,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$152,557,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$116,304,924
Value of interest in pooled separate accounts at end of year2013-12-31$101,561,816
Value of interest in pooled separate accounts at beginning of year2013-12-31$79,092,313
Interest on participant loans2013-12-31$269,788
Interest earned on other investments2013-12-31$1,294,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$52,628,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$49,148,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$33,778,611
Net investment gain/loss from pooled separate accounts2013-12-31$15,957,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,368,589
Employer contributions (assets) at end of year2013-12-31$292,650
Employer contributions (assets) at beginning of year2013-12-31$229,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,027,590
Liabilities. Value of benefit claims payable at end of year2013-12-31$378,753
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$391,953
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$391,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$245,799
Total income from all sources (including contributions)2012-12-31$53,911,823
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$17,038,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,453,189
Expenses. Certain deemed distributions of participant loans2012-12-31$911
Value of total corrective distributions2012-12-31$236,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$27,944,031
Value of total assets at end of year2012-12-31$251,846,595
Value of total assets at beginning of year2012-12-31$214,827,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$348,092
Total interest from all sources2012-12-31$1,585,328
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,189,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,189,884
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,258,002
Participant contributions at end of year2012-12-31$6,419,346
Participant contributions at beginning of year2012-12-31$5,647,336
Participant contributions at end of year2012-12-31$652,150
Participant contributions at beginning of year2012-12-31$553,615
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,407,068
Other income not declared elsewhere2012-12-31$137,457
Administrative expenses (other) incurred2012-12-31$348,092
Total non interest bearing cash at end of year2012-12-31$54
Total non interest bearing cash at beginning of year2012-12-31$203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$36,872,885
Value of net assets at end of year (total assets less liabilities)2012-12-31$251,454,642
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$214,581,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$116,304,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$98,386,534
Value of interest in pooled separate accounts at end of year2012-12-31$79,092,313
Value of interest in pooled separate accounts at beginning of year2012-12-31$65,099,217
Interest on participant loans2012-12-31$251,443
Interest earned on other investments2012-12-31$1,333,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$49,148,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$44,947,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,275,848
Net investment gain/loss from pooled separate accounts2012-12-31$8,779,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,278,961
Employer contributions (assets) at end of year2012-12-31$229,478
Employer contributions (assets) at beginning of year2012-12-31$193,373
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,453,189
Liabilities. Value of benefit claims payable at end of year2012-12-31$391,953
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$245,799
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$245,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$272,087
Total income from all sources (including contributions)2011-12-31$21,977,659
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$16,757,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,286,306
Expenses. Certain deemed distributions of participant loans2011-12-31$5,062
Value of total corrective distributions2011-12-31$271,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$25,534,672
Value of total assets at end of year2011-12-31$214,827,556
Value of total assets at beginning of year2011-12-31$209,633,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$195,063
Total interest from all sources2011-12-31$1,564,181
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$660,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$660,217
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,216,425
Participant contributions at end of year2011-12-31$5,647,336
Participant contributions at beginning of year2011-12-31$5,288,342
Participant contributions at end of year2011-12-31$553,615
Participant contributions at beginning of year2011-12-31$593,573
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,556,026
Other income not declared elsewhere2011-12-31$160,398
Administrative expenses (other) incurred2011-12-31$195,063
Total non interest bearing cash at end of year2011-12-31$203
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,219,870
Value of net assets at end of year (total assets less liabilities)2011-12-31$214,581,757
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$209,361,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$98,386,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$77,910,969
Value of interest in pooled separate accounts at end of year2011-12-31$65,099,217
Value of interest in pooled separate accounts at beginning of year2011-12-31$87,465,216
Interest on participant loans2011-12-31$244,901
Interest earned on other investments2011-12-31$1,319,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$44,947,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,176,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,625,728
Net investment gain/loss from pooled separate accounts2011-12-31$-1,316,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,762,221
Employer contributions (assets) at end of year2011-12-31$193,373
Employer contributions (assets) at beginning of year2011-12-31$199,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,286,306
Liabilities. Value of benefit claims payable at end of year2011-12-31$245,799
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$272,087
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$455,035
Total income from all sources (including contributions)2010-12-31$47,552,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$14,559,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,972,025
Expenses. Certain deemed distributions of participant loans2010-12-31$1,029
Value of total corrective distributions2010-12-31$443,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,454,920
Value of total assets at end of year2010-12-31$208,840,981
Value of total assets at beginning of year2010-12-31$176,302,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$142,600
Total interest from all sources2010-12-31$1,534,754
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$600,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$600,915
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$17,378,147
Participant contributions at end of year2010-12-31$5,288,342
Participant contributions at beginning of year2010-12-31$4,278,082
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$589,517
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,628,547
Other income not declared elsewhere2010-12-31$109,850
Administrative expenses (other) incurred2010-12-31$142,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$32,993,506
Value of net assets at end of year (total assets less liabilities)2010-12-31$208,840,981
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$175,847,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$77,910,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$61,811,722
Value of interest in pooled separate accounts at end of year2010-12-31$87,465,216
Value of interest in pooled separate accounts at beginning of year2010-12-31$74,950,262
Interest on participant loans2010-12-31$247,750
Interest earned on other investments2010-12-31$1,287,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,176,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$34,472,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$11,183,851
Net investment gain/loss from pooled separate accounts2010-12-31$9,668,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,448,226
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$200,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,972,025
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$455,035
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN

2022: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MAGELLAN HEALTH, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140007-01
Policy instance 1
Insurance contract or identification number140007-01
Number of Individuals Covered1643
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140007-01
Policy instance 1
Insurance contract or identification number140007-01
Number of Individuals Covered1698
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140007-01
Policy instance 1
Insurance contract or identification number140007-01
Number of Individuals Covered2017
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039849
Policy instance 2
Insurance contract or identification number039849
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number140007-01
Policy instance 1
Insurance contract or identification number140007-01
Number of Individuals Covered2182
Insurance policy start date2019-09-30
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered10341
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered8515
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered7914
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered7269
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered6280
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered5986
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberGA-039849
Policy instance 1
Insurance contract or identification numberGA-039849
Number of Individuals Covered6277
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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